VLGSX vs. BLV
Compare and contrast key facts about Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and Vanguard Long-Term Bond ETF (BLV).
VLGSX is managed by Vanguard. It was launched on Mar 1, 2010. BLV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. Long Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLGSX or BLV.
Correlation
The correlation between VLGSX and BLV is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VLGSX vs. BLV - Performance Comparison
Key characteristics
VLGSX:
0.36
BLV:
0.42
VLGSX:
0.58
BLV:
0.65
VLGSX:
1.07
BLV:
1.08
VLGSX:
0.11
BLV:
0.15
VLGSX:
0.71
BLV:
0.90
VLGSX:
6.49%
BLV:
5.37%
VLGSX:
12.83%
BLV:
11.58%
VLGSX:
-46.41%
BLV:
-38.29%
VLGSX:
-38.64%
BLV:
-28.29%
Returns By Period
In the year-to-date period, VLGSX achieves a 2.26% return, which is significantly higher than BLV's 1.29% return. Over the past 10 years, VLGSX has underperformed BLV with an annualized return of -0.95%, while BLV has yielded a comparatively higher 0.67% annualized return.
VLGSX
2.26%
-1.82%
-4.32%
5.23%
-8.81%
-0.95%
BLV
1.29%
-1.99%
-4.72%
5.36%
-5.12%
0.67%
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VLGSX vs. BLV - Expense Ratio Comparison
VLGSX has a 0.07% expense ratio, which is higher than BLV's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VLGSX vs. BLV — Risk-Adjusted Performance Rank
VLGSX
BLV
VLGSX vs. BLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and Vanguard Long-Term Bond ETF (BLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VLGSX vs. BLV - Dividend Comparison
VLGSX's dividend yield for the trailing twelve months is around 4.33%, less than BLV's 4.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLGSX Vanguard Long-Term Treasury Index Fund Admiral Shares | 4.33% | 4.31% | 3.30% | 2.81% | 1.79% | 1.83% | 2.44% | 2.73% | 2.55% | 2.68% | 2.80% | 2.77% |
BLV Vanguard Long-Term Bond ETF | 4.66% | 4.68% | 4.06% | 4.17% | 3.37% | 5.84% | 3.57% | 4.07% | 3.63% | 4.16% | 4.37% | 3.90% |
Drawdowns
VLGSX vs. BLV - Drawdown Comparison
The maximum VLGSX drawdown since its inception was -46.41%, which is greater than BLV's maximum drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for VLGSX and BLV. For additional features, visit the drawdowns tool.
Volatility
VLGSX vs. BLV - Volatility Comparison
Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and Vanguard Long-Term Bond ETF (BLV) have volatilities of 4.96% and 5.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.